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Thank you for reaching out about sending estimates via WhatsApp in QuickBooks Online (QBO), severnscaffold. I appreciate your interest in leveraging this feature to enhance the convenience and efficiency of your business communications. Let me provide you with some detailed information.
QBO is a powerful tool for managing financial transactions, including the creation and sending of estimates. However, it does not directly support sending estimates via WhatsApp. Instead, you can download the estimate as a PDF and manually send it via WhatsApp.
To download the estimate, here's how:
- Navigate Sales in the left corner and then select Estimates.
- Look for the estimate you want to download.
- Click the dropdown and select View/Edit.
- Hit on Print or Preview.
- Tap Download to save as a PDF.
However, you can explore alternative methods to share estimates with customers, such as sending them via email directly from QBO or sharing an estimate link that customers may view, download, or approve online.
Additionally, QBO allows you to create visually appealing and professional estimates. You can customize these estimates to include all the details relevant to your business. For a detailed step-by-step guide on how to do this, please refer to the article: Customize estimates in QuickBooks Online.
I hope the solutions provided assist you in leveraging QBO effectively for your business needs. Should you have other inquiries or require further assistance, please don't hesitate to reply below. We're here to help ensure your experience with our software is as smooth and beneficial as possible.
